港股详情

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美团-WR

74.900

+3.5504.98%

成交量：4.64万

成交额：348.45万

市值：4,577.89亿

市盈率：13.23

高：76.950

开：73.900

低：73.900

收：71.350

52周最高：176.000

52周最低：70.100

股本：61.12亿

香港流通股本：61.12亿

量比：0.79

换手率：0.00%

股息：- -

股息率：- -

每股收益(LYR):5.660

净资产收益率：-1.21%

总资产收益率：-0.91%

市净率：2.73

市盈率(LYR):13.23

市销率: 1.26

数据加载中...

总览公司新闻资讯公告

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标杆研学中心

美团加速出海，Keeta正式上线卡塔尔

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中国物流与采购...

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国内电商智库专家曹磊：美团收购叮咚买菜推进“全场景零售生态”战略升级

电子商务研究中心

AI打架，美团受伤

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零售商业财经

贝莱德（BlackRock）对美团-W的多头持仓比例增至6.14%

美团买药：春节前上海健康品订单量环比增长125%

集体充会员的江浙沪，在抵制叮咚买菜被收购

华尔街科技眼

美团收购叮咚，江浙沪人民不同意

美团小象超市：收购完成前，与叮咚买菜独立开展业务

掘金AI，恒生科技的硬逻辑

美团数据：00后“朋克养生”崛起，解酒护肝产品消费增幅领跑各年龄段

交通运输行业周报：即时零售竞争全面升维三方即配平台价值凸显

美团和自己的偶像亚马逊，差在哪里？

美团为小象买了一次“菜”

美团拟收购叮咚背后：战投部秘密操作，速度极快

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21:58","pubTimestamp":1770904734,"startTime":"0","endTime":"0","summary":"近日，美团外卖海外业务Keeta正式在卡塔尔首都多哈上线，这是继沙特阿拉伯之后，美团在中东市场的又一重要突破，对于美团的国际化征程而言，这也是一个具有特殊意义的时刻。2023年5月，美团在中国香港首次推出Keeta，凭借成熟的技术和服务理念，上线一年就拿下了香港四成多的市场份额。而本次美团Keeta在卡塔尔的上线，也是其国际化战略中的重要一环，展现了其极拓展海外市场的坚定决心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212221149a6f3c6ba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:10","pubTimestamp":1770901847,"startTime":"0","endTime":"0","summary":"在一般性的商品即时零售上，重点是仓的供给和商品的供给，这个美团还处于绝对优势。现在美团在 30 元以上的高客单价的外卖单上，还是占据更大的优势，淘宝之前来尝试攻这块，发现难度很大，高客单价的客户对价格战不敏感，但是对时效和稳定配送非常敏感。最最糟糕，淘宝和美团平分外卖市场，这是我的看法，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212212807a6f3a198&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:35","pubTimestamp":1770719730,"startTime":"0","endTime":"0","summary":"谁也没想到，AI大战的第一个受伤者居然是美团。2026年春节前夕，阿里千问携30亿元补贴推出“一分钱喝奶茶”活动，这本来是AI赛道的春节营销秀，不料却重重击中了美团的外卖腹地。后者意外成为本轮 AI 巨头交锋里，第一个真正受伤的玩家。再加上这波AI营销的助力，近期双方的市场份额可能会有逆转。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210183700a49338a8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:24","pubTimestamp":1770715449,"startTime":"0","endTime":"0","summary":"据 香港交易所 披露，贝莱德（BlackRock）对美团- W的多头持仓比例于2026年2月4日从5.97%增至6.14%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210173059a6e9e9ed&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:02","pubTimestamp":1770710571,"startTime":"0","endTime":"0","summary":"“我充三年会员,叮咚能不被美团收购吗？”社交媒体上，大量江浙沪用户用半开玩笑的语气，表达着对美团收购叮咚买菜的不舍与抗拒。这也是此次叮咚买菜被收购消息一出，江浙沪用户反应强烈的核心原因。有原美团买菜员工爆料，叮咚买菜团队已出现陆续裁员的情况，甚至有HR部门被整体裁撤的消息流传。截至发稿，该消息尚未得到美团与叮咚官方证实。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210160502a492962b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:07","pubTimestamp":1770624466,"startTime":"0","endTime":"0","summary":"2月5日，美团旗下小象超市向合作伙伴发了沟通函。小象超市表示，在交易正式完成之前，与叮咚买菜仍将作为各自独立的市场主体开展经营活动。双方不会开展任何业务整合安排，包括但不限于联合对接供应商，共同商议合作方案或调整合作条件等。（来源：联商网）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209161131a48e3acf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:18","pubTimestamp":1770621509,"startTime":"0","endTime":"0","summary":"我们正大步迈入AI时代，布局中国优质的科技资产，正当时。AI浪潮山呼海啸，席卷中国，科技“核心资产”的价值愈加坚挺。近期，资本市场剧烈波动，但恒生科技指数仍强势“补缺口”。中信证券、长城证券等券商认为，中长期来看，恒生科技仍具备向上空间。若恒生科技回调，将是中期买点。“掘金”AI时代，恒生科技是一个不错的投资标的。它基本覆盖了国内AI能力TOP的科技公司，以及较有前景的落地应用场景，是新经济龙头的聚集地。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050913384597541cee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:46","pubTimestamp":1770619571,"startTime":"0","endTime":"0","summary":"美团医药健康数据显示，今年春节，健康消费已成老中青三代人的共同选择。阿胶订单量增长4倍，解酒护肝产品00后增速居首从热销品类来看，健康品仍然是春节前夕增速最快的品类之一。春节前后聚会应酬增多，酒水消费迎来高峰，带动解酒护肝类产品需求显著上升。据了解，针对春节期间部分药店营业时间调整、偏远地区购药不便等情况，美团买药联合药企、连锁药店等生态伙伴推出“春节不打烊”保障计划，全力守护用户健康过年。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209144852a48de8b7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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三方即配平台价值凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2610504467","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610504467?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 00:00","pubTimestamp":1770566400,"startTime":"0","endTime":"0","summary":"本周，电商巨头在即时零售赛道动作频频，行业竞争全面升维，从单纯的补贴战升级到抢夺流量入口、比拼履约能力的全面竞争。我们认为，在即时零售竞争加剧的背景下，第三方即配平台战略价值凸显。顺丰同城是最大的第三方即时配送平台，时效服务、骑手数量、覆盖范围远优于其他第三方公司，稀缺性运力平台价值有望重估。受节前囤货需求影响，市场货量处于高位，但由于即将步入春节假期，市场运价下行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209101712a6e3f898&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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